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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,075 | $254,759-81.9% | $216,567-78.7% | $198,609-76.8% |
| Participation rate | 33.3% | 84.5%-51.2pp | 81.6%-48.3pp | 82.4%-49.0pp |
| Annual return | 18.98% | 10.04%+8.9pp | 12.94%+6.0pp | 202.70%-183.7pp |
| Employer contribution / active EE | $1,159 | $6,096-81.0% | $5,216-77.8% | $5,055-77.1% |
| Participant deferral / active EE | $3,509 | $6,948-49.5% | $6,191-43.3% | $6,977-49.7% |
| Admin fee / account holder | $890 | $26,311-96.6% | $21,981-95.9% | $19,030-95.3% |